| 1 | | Wealth Advisor For Families In Business | pittsford |  US | | | +15853172187 | Lincoln Financial Group | +15853172187|+15853281764|+15859677600|+15852714440|+15853507226 | Radnor, Pennsylvania, United States | Financial Services | Radnor, Pennsylvania, United States | +1 2077674000 |
| 2 | | Wealth Advisor Associate | modesto | US | | | +12099186842 | Morgan Stanley | +12099186842 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 3 | | Senior Vice President and Wealth Advisor | livermore | US | | | +19253375986 | Wells Fargo | +19253375986|+15707757305|+12182336183|+19256068232|+19256068632 | San Francisco, California, United States | Financial Services | San Francisco, California, United States | +1 8008693557 |
| 4 | | Wealth Advisor | norwell | US | | | +15082597217 | Ubs | +15082597217|+16174398257|+16174398000 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 5 | | President, Wealth Advisor | san francisco | US | | | +15107557579 | Rc Wealth Management, Llc | +15107557579|+15102921017|+15105974260|+17134845191|+15105170050|+13106737696 | Oakland, California, United States | Financial Services | Oakland, California, United States | N/A |
| 6 | | Director of Investment Research, Wealth Advisor | nashville | US | | | +16159136155 | Greensview Wealth Management, Llc | +16159136155 | Chicago, Illinois, United States | Investment Management | Chicago, Illinois, United States | N/A |
| 7 | | Principal, Wealth Advisor | portland | US | | | +15032607071 | Hines Warner Wealth Management | +15032607071|+15032922775 | Portland, Oregon, United States | Financial Services | Portland, Oregon, United States | N/A |
| 8 | | Parter, Managing Director, Private Wealth Advisor | N/A | US | | | +12036710484 | Snowden Lane Partners | +12036710484 | New York, New York, United States | N/A | New York, New York, United States | +1 3013838083 |
| 9 | | Senior Vice President, Wealth Advisor | los angeles | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 10 | | Senior Vice President and Portfolio Management Director and Wealth Advisor | medford | US | | | N/A | Morgan Stanley | +16174786400 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 11 | | Wealth Advisor Associate, Financial Planning Specialist | fort myers | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 12 | | Evp, Wealth Advisor | oak brook | US | | | N/A | Spotlight Asset Group | +16179124501 | Oakbrook Terrace, Illinois, United States | Investment Management | Oakbrook Terrace, Illinois, United States | N/A |
| 13 | | Wealth Advisor Associate | new york | US | | | N/A | Morgan Stanley | +19142538401|+19736753023|+19736757683|+19737137377 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 14 | | Senior Vice President Wealth Advisor | new york | US | | | N/A | Morgan Stanley | +15166786960|+19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 15 | | Associate Wealth Advisor, Certified Financial Plannerâ Practitioner | charlotte | US | | | N/A | Cornerstone Wealth Group, Llc | +17049873410 | Huntersville, North Carolina, United States | Financial Services | Huntersville, North Carolina, United States | N/A |
| 16 | | Senior Vice President, Wealth Advisor | baltimore | US | | | N/A | Morgan Stanley | +14105477000|+19142538401|+14102344409 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 17 | | Wealth Advisor | garden grove | US | | | N/A | Halbert Hargrove | +15622330038 | Long Beach, California, United States | Financial Services | Long Beach, California, United States | N/A |
| 18 | | Account Vice President-Wealth Management Financial Services Inc, Wealth Advisor, The Beard, Storm, Chappell Group | south jacksonville | US | | | N/A | Ubs | +19043546000|+12127137800|+19042920259|+19049451509 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 19 | | Private Wealth Advisor | san francisco | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 20 | | Senior Vice President Private Wealth Advisor | san francisco | US | | | N/A | Capital Group | +12155464013|+14158315376|+12156682489|+15106731153 | Los Angeles, California, United States | Investment Management | Los Angeles, California, United States | +1 4023304026 |